INDEPENDENT ADVISORY

The advisor who knows the math
controls the conversation.

Independent book valuation, options analysis, and a warm path to the right home for financial advisors managing $20 million to $100 million in assets. Every conversation principal-led.

Request A Confidential Conversation

$20M - $100M
Advisor AUM Range

100%
Principal - Led Execution

18 Years
in Corporate Finance

THE APPROACH

Clarity before urgency.

Most advisors start thinking about a move only after the decision has been forced. A partner exits, a health event compresses the timeline, or a firm surfaces with an offer that expires in ten days. By then, the advisor is negotiating from a position they did not choose.

In many cases, the right answer is staying exactly where you are.
Just staying there on purpose.

EQB Strategy operates upstream of that moment. The objective is simple: when a decision arrives, you already know what your book is worth, what your real options are, and which homes would actually fit. No pressure, no agenda, no rush.

  • Book Valuation

    A clear, defensible read on what your book is worth, built the way a serious firm would build it. Client demographics, concentration, recurring revenue mix, growth trajectory, and owner dependency. A real number, not a guess.

  • Options Analysis

    What your real choices look like, side by side. Grid, equity, payout, support, and culture, decoded in parallel so you can compare facts instead of pitches. The terms that decide whether a strong-looking offer is actually a strong outcome.

  • The Right Fit

    A vetted bench of registered investment advisers, and an honest read on which ones would genuinely fit what you told me you want. If none of them fit, you hear that plainly. The introduction only happens when it serves you.

  • Platform Economics

    Total cost-of-platform analysis: grid rates, TAMP fees, ticket charges, revenue sharing, and the constraints nobody mentions. For advisors in the $20M–$100M range, the gap between perceived cost and actual cost is often $40,000 to $120,000 a year.

  • Transition Support

    If you do decide to move, the practical side is handled with you, not dropped on you. Paperwork coordination, custodial logistics, and a client communication plan built to protect the relationships you spent years earning.

  • On Your Side

    Through the whole process, the job is your outcome, not a placement. Counterparty read, negotiation coaching, and terms evaluated to protect what you have built, never to push you toward a move you don't want.

Two sides of the same decision

WHO THIS IS FOR

Advisors Weighing a Move

$20 million to $100 million in AUM, generating $200K to $1M in annual revenue. A firm has made contact, or you are simply pressure-testing whether where you are still fits the next phase.

  • What is my book worth and what is driving the number?

  • What am I really paying my platform and what would I keep elsewhere?

  • How do I weigh my options without being pushed into one?

Advisor-side. Always.

Firms Growing Their Bench

You are a quality RIA looking to welcome the right independent advisors, not just more of them. The fit has to be real on both sides before anyone sits down.

  • Which advisors actually fit our platform and our culture?

  • How do we reach the right people without a hard-sell motion?

  • How do we make the welcome feel like a fit not a pitch?

A vetted bench. Matched with care.

If you are looking for a hard sell, a single firm being pushed on you, or pressure to move fast…
this is not the right conversation.

  • "I've worked alongside Josh on advisor-facing strategy and book valuation, and I've always appreciated his thoughtful, structured approach. He asks the right questions, digs into the details, and stays focused on practical outcomes rather than theory. Anyone considering working with him should expect a clear process, honest feedback, and someone who understands both the economics and the human side of an advisor's next chapter."

    Rob Emrich III, Founder & Managing Partner, Acruence Capital

  • "Josh is the rare operator in advisor-side work who pairs sharp valuation judgment with real stewardship. He runs an exceptionally clean process, communicates with clarity, and protects the advisor's interests without theatrics or noise. If an advisor wants their options handled seriously and with integrity from the first conversation on, Josh is someone I'd recommend without hesitation."

    Trey Taylor, Managing Partner, Threadneedle, the Taylor Family Office

  • "Our firm has worked alongside several of Josh's clients, and while every situation was different, the experience was consistent: clear communication, well-prepared advisors, and real results. That kind of consistency is rare in this space. We have referred advisors to EQB and we'll keep doing it."

    Ryan Leggett, CEO, The Anchor Group

  • "Josh listens. He cares about what matters most to his clients. He works hard. And he always, always acts with the utmost integrity and discretion. You can trust Josh to do what is right, not what is merely expedient."

    Tim Richardson, Founder & CEO, Enliven

HOW IT WORKS

A process built for fit, not pressure.

01

Confidential Conversation

What you are navigating. A possible move, an unsolicited offer, a succession question, or just a concern about your platform. No engagement letter. No obligation. No cost to you.

02

Valuation & Options

Your book modeled against current market reality. A defensible valuation, a full platform-cost picture, and an honest read on the choices in front of you. No predetermined outcome.

03

The Right Introduction

If, and only if, a move makes sense for you, I introduce you to firms on a vetted bench that fit what you want. You decide. If staying put is right, I say so.

ABOUT

Josh Curtis

Eighteen years at the intersection of corporate finance, advisory, and strategy. Advising on book economics, platform cost, and the choices that decide an advisor's next chapter, for advisors managing $20 million to $100 million in assets.

EQB Strategy is principal-led. No team, no associates, no handoff. When you reach out, you work directly with the person who runs the numbers, makes the introductions, and sits on your side of the table the whole way.

I grew up on a dairy farm in Franklin County, Tennessee, played baseball and worked three jobs through Sewanee, and I do this work the way I would want it done for me. No chasing, no pressure, and the decision always stays where it belongs. With you.

Weighing a move?

Every conversation is confidential and carries no obligation. The valuation is free, and it is yours to keep whatever you decide.

REQUEST A CONFIDENTIAL CONSULTATION

Or contact directly at: Joshua@EQBStrategy.com